Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds Target Date Retirement 2030 Mutual Fund in their Schedule of Assets, totaling $9.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GRANTS PASS CLINIC, L.L.P. GRANTS PASS CLINIC 401(K) & PROFIT SHARING PLAN | GRANTS PASS OR | 77 | $28.7M | $3.0M |
| 2 | GOLDSBORO MILLING COMPANY GOLDSBORO MILLING COMPANY 401(K) PROFIT SHARING PLAN & TRUST | GOLDSBORO NC | 261 | $40.2M | $2.6M |
| 3 | NEWCOMER FUNERAL SERVICE GROUP, INC. |
TOPEKA KS |
| 862 |
| $24.3M |
| $1.9M |
| 4 | CHARLIE'S MOTOR MALL, INC. CHARLIE'S MOTOR MALL, INC. 401(K) RETIREMENT SAVINGS PLAN | AUGUSTA ME | 222 | $20.8M | $1.2M |
| 5 | NEIGHBORHOOD DEFENDER SERVICE, INC. NEIGHBORHOOD DEFENDER SERVICE, INC. TAX SHELTERED ANNUITY PLAN | NEW YORK NY | 331 | $15.9M | $224K |
| 6 | KROHMER PLUMBING KROHMER PLUMBING EMPLOYEE 401(K) PLAN | MITCHELL SD | 114 | $9.0M | $205K |
| 7 | CAPE RETIREMENT COMMUNITY, INC. CHATEAU GIRARDEAU EMPLOYEES' RETIREMENT PLAN | CPE GIRARDEAU MO | 74 | $2.8M | $1K |
